+357.0%
KGC vs AU
+793.6%
-436.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -0.5% |
| 7D | -1.3% | -3.6% | +2.4% | +1.6% |
| 30D | +20.3% | +23.9% | -3.6% | +2.0% |
| 3M | +8.1% | +19.1% | -11.0% | -5.6% |
| 6M | -8.8% | -0.2% | -8.6% | -9.7% |
| YTD | +10.1% | +32.5% | -22.4% | -12.5% |
| 1Y | +44.2% | +96.9% | -52.7% | -16.0% |
| 3Y | +533.0% | +614.7% | -81.7% | +25.1% |
| 5Y | +443.0% | +647.7% | -204.7% | -2.9% |
| 10Y | +678.6% | +679.2% | -0.7% | +13.8% |
| All | +357.0% | +793.6% | -436.6% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling